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MassMutual Pacific · 1 day ago

Investment Advisor

City of Industry, CA

Full-time

Hybrid

Senior Level

$65K/yr - $250K/yr

MassMutual Pacific is seeking seasoned professionals and entrepreneurs to join their team as Investment Advisors. The role offers the freedom to build a personalized practice with comprehensive support, innovative tools, and a strong teaming model to better serve clients.

Financial Services

Responsibilities

Build your practice the way you want to, with support from a business partner

Serve clients with a diversified portfolio of investment, insurance, retirement solutions

Differentiate yourself with a unique business markets process

Provide concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources

Meet clients' unique estate planning and wealth management needs with a team of seasoned investment and trust specialists

Grow your practice through relationships with local financial institutions and professional firms

Utilize state-of-the-art technology platforms and tools

Qualification

Investment solutionsInsurance solutionsRetirement solutionsWealth managementEstate planningClient relationship managementEntrepreneurial mindsetTeam collaborationCommunication skills